Our Team
Experience the Future of Wealth Management. Vincere Leading the Way.
Josh Bennett
CFP®, EA
Founder
Taxes, Real Estate, Businesses, Employer Stock, International
Travis Buck
AAMS© AWMA© EA
Senior Wealth Manager
Stock Options, Crypto, Tax Planning, Socially Responsible Investing
Jen Swindler
MFPA, CFP®, CDFA®, AFC®
Senior Wealth Manager
Equity Compensation, Marriage & Divorce Planning, Student Loans Analysis, Retirement Planning
Renee Marinez
Associate Financial Planner
Budgeting, Debt Management, Empowering Women, Financial Education
Ryan Koopmans
DVM, MS Financial Planning, CEPA, CRPC
Associate Financial Planner
Student Loan Planning, Debt Management, Veterinary Business/Entrepreneur Strategies
Tom McCutcheon
MBA
Operations Manager
Area of Expertise: Operational Efficiency, Process Improvement, Team Coordination, Leadership and Communication
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